Arm Holdings/$ARM

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About Arm Holdings

Arm Holdings is the IP owner and developer of the Arm architecture, which is used in 99% of the world's smartphone CPU cores. It also has high market share in other battery-powered devices like wearables, tablets, and sensors. Arm licenses its architecture for a fee, offering different types of licenses depending on the flexibility the customer needs. Customers like Apple or Qualcomm buy architectural licenses, which allow them to modify the architecture and add or delete instructions to tailor the chips to their specific needs. Other clients directly buy off-the-shelf designs from Arm. Both off-the-shelf and architectural customers pay a royalty fee per chip shipped. In 2026, Arm announced the launch of its own CPU products on top of its existing royalty business.
Ticker
$ARM
Sector
Semiconductors
Primary listing
NASDAQ
Employees
9,584

Arm Holdings Metrics

BasicAdvanced
$258B
246.84
$0.98
3.77
-

What the Analysts think about Arm Holdings

Analyst ratings (Buy, Hold, Sell) for Arm Holdings stock.
Analyst projections of the future price of Arm Holdings stock.

Bulls say / Bears say

Arm forecast second-quarter revenue of $1.38 billion, above analysts’ $1.34 billion estimate, underscoring robust demand for its energy-efficient AI data center designs (Reuters).
Chinese firms ByteDance and Oracle have adopted Arm’s new AGI CPUs for AI data centers, validating early market traction in its production silicon strategy (Reuters).
Arm CEO Rene Haas said the U.S. would struggle to ban exports of its AI CPU chips to China, indicating a durable moat and continued access to a major market (Reuters).
Developing its own silicon involves high R&D and production costs that could compress margins and distract from its core licensing business (Reuters).
Arm warned of smartphone market softness and challenges securing supply for its new AI chip, which may constrain near-term growth prospects (Reuters).
Intel and AMD have seen a surge in demand for AI CPUs, intensifying competition and potentially capping Arm’s ability to expand market share and royalty revenue (Reuters).
Data summarised monthly by Lightyear AI. Last updated on 31 Aug 2026.

Arm Holdings Financial Performance

Revenues and expenses
Income statement
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
Net income
Profit margin

Arm Holdings Earnings Performance

Company profitability
Earnings per share
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
Expected
Surprise

Funds containing Arm Holdings

AllEURGBPUSD
Funds
Fund name
Fund size
$ARM weighting
iShares NASDAQ 100€EXXT
€5.3B0.49%
Invesco EQQQ Nasdaq 100£EQQQ
£10B0.48%
Xtrackers Nasdaq 100€XNAS
€2.2B0.45%
Xtrackers Nasdaq 100£XNAQ
£1.9B0.45%
iShares Nasdaq 100$CNDX
$28B0.45%
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